Kentucky Delta Alumni and Volunteer Corporation (EIN 471584949) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1966

Legal Domicile

Principal Officer

Clayton Lilla

Phone

2703662819

Tax Period

2024-01-01 to 2024-12-31

Kentucky Delta Alumni and Volunteer Corporation, founded in 1966, is a micro nonprofit that reported $72K in total revenue in fiscal year 2024. Revenue surged 34% from the prior year, signaling strong growth momentum.

Mission

To support Sigma Phi Epsilon Fraternity, its undergraduate members, and its alumni and volunteers, at Western Kentucky University, and to promote the ideals and interests of Sigma Phi Epsilon Fraternity, all in accordance with the charter, Bylaws and Administrative Policies and Procedures of Sigma Phi Epsilon Fraternity, Inc.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $5,250

Program Service Revenue $2,328

Investment Income $156

Other Revenue $64,457

TOTAL REVENUE $72,191

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $73,138

TOTAL EXPENSES $73,138

Year-over-Year Comparison

	2024	2023	Change
Revenue	$72,191	$53,941	+0.3%
Expenses	$73,138	$77,804	-0.1%
Net Income	$-947	$-23,863	-1.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Clay Francis	Vice President & Communications	1	Officer	$0	$0	$0
Anthony Itzol	House Manager	4	Officer	$0	$0	$0
David Serafini	Counselor	2	Officer	$0	$0	$0
Jeff Williams	Secretary	1	Officer	$0	$0	$0
Ben Hopper	Treasurer	1	Officer	$0	$0	$0
Clayton Lilla	President	1	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$72,191	$73,138	$886,567	$-947
2023	$53,941	$77,804	$931,690	$-23,863
2021	$45,592	$70,012	$1,027,303	$-24,420

Kentucky Delta Alumni and Volunteer Corporation